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LGE Community Credit Union · 10 hours ago

LGEIS Office Assistant

Dallas

Full-time

Hybrid

Entry Level

2+ years exp

LGE Community Credit Union is seeking an Office Assistant to support their LGEIS team. The role involves handling client communications, maintaining records, and assisting with marketing efforts to enhance client relationships.

BankingFinanceFinancial Services

Comp. & Benefits

Responsibilities

Answers phone calls and emails from clients promptly, and directs inquiries/requests to the appropriate staff to ensure client satisfaction

Collects/inputs departmental data, prepares/distributes reports, maintains physical and electronic files to support LGEIS agents

Support LGEIS by maintaining carrier information which includes: Statement reconciliation, Policy downloads/reconciliation, Gathering carrier promotional data for campaigns, Maintain vendor/carrier contacts via applicable formats

Highlight LGEIS services by creating and supporting online marketing, brochures, email campaigns, and social media

Plan community events to create marketing opportunities for our client base in order to foster brand awareness and visibility

Maintain agency/insurance company manuals to maintain compliance with state insurance commission regulations

Maintain Agency Calendar

Distributes mail, packages, or office supplies within CUSO/LGEIS

Proactively seek opportunities to gain and stay abreast of insurance industry knowledge

Maintain familiarity with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations. The regulations include but are not limited to the Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act

Qualification

Customer service experienceMicrosoft Office proficiencyProperty & Casualty InsuranceAttention to detailTelephone etiquetteHuman relation skillsAnalytical skillsTime management skills